Close menu




 

Jens Castner

  • ValueInvesting
  • HiddenChampions
  • NationalEconomy

The Nuremberg native brings over three decades of capital markets experience, backed by a career shaped by deep market insight and a genuine passion for investing. His journey began in 1994 through an investment club among colleagues – a formative experience that sparked a lifelong dedication to identifying compelling investment opportunities.

Following senior editorial roles at Nürnberger Nachrichten, €uro am Sonntag, and €uro, he went on to serve as Editor-in-Chief of the renowned investor magazine Börse Online from 2014, where he played a key role in shaping high-quality financial journalism for a broad investor audience.

Since April 2026, he has been operating independently, fully focused on his core strength: uncovering mispriced equities with significant upside potential – particularly within the small- and mid-cap segment, where inefficiencies create attractive opportunities for discerning investors.

Throughout his career, he has engaged with some of the most influential minds in global finance, including Warren Buffett, Charlie Munger, Jim Rogers, and George Soros. The unique insights gained from these conversations continue to inform his analytical perspective today. As a dedicated value investor, he is committed to translating complex market dynamics into clear, actionable ideas – empowering investors to make better-informed decisions.


Commented by Jens Castner

Commented by Jens Castner on June 17th, 2026 | 06:50 CEST

SPACEX SOARS, ALMONTY ADVANCES, PLS REWARDS PATIENCE: THREE LESSONS IN RATIONAL INVESTING

  • Mining
  • Tungsten
  • CriticalMetals
  • Space
  • aerospace
  • Defense

An IPO that is electrifying the world. A mining company the market is currently misjudging. And an Australian commodities giant that rewards patience with share price gains. At first glance, SpaceX, Almonty Industries, and PLS are three completely different stories—yet they follow the same ironclad stock market logic: those who chase the hype pay the price, while those who think countercyclically are rewarded. While Wall Street debates trillion-dollar valuations, the real opportunities lie further down the supply chain—with companies without which neither rockets nor batteries for electric mobility would be possible.

Read

Commented by Jens Castner on June 16th, 2026 | 07:45 CEST

FROM THE MINE TO THE DATA CENTER: HOW TALEN ENERGY, AMERICAN ATOMICS, AND AMAZON ARE SECURING THE AI POWER OF THE FUTURE

  • Mining
  • Uranium
  • nuclear
  • Energy
  • AI

Artificial intelligence has an Achilles' heel: it requires electricity around the clock. Round-the-clock power requires nuclear energy. Nuclear energy requires uranium. And this is precisely where supply and demand are drifting further and further apart. While Amazon is pumping hundreds of billions into AI infrastructure and energy providers like Talen Energy are securing the nuclear baseload with long-term contracts, the entire sector faces a bottleneck that hardly anyone has on their radar. American Atomics is working flat out to resolve it.

Read

Commented by Jens Castner on June 15th, 2026 | 07:30 CEST

SUPERINVESTOR ERIC SPROTT TAKES A STAKE IN POWER METALLIC MINES! BAE SYSTEMS AND BMW CAN BREATHE EASIER

  • PGMs
  • Copper
  • Electromobility
  • Investments
  • CriticalMetals
  • Defense

Mining legend Eric Sprott is investing CAD 2.0 million in the Canadian exploration company Power Metallic Mines, sending a signal that resonates far beyond the mining sector. Copper, nickel, cobalt, and platinum group metals, which lie dormant in the ground in Québec, are in high demand by both the defence industry and automotive manufacturers. For companies such as BAE Systems and BMW, these critical raw materials are indispensable. Three companies, one supply chain—and a race the West cannot afford to lose.

Read

Commented by Jens Castner on June 11th, 2026 | 07:15 CEST

TOURMALINE OIL, MONTAUK RENEWABLES, AND ZEFIRO METHANE: WHO IS PROFITING FROM THE INVISIBLE CLIMATE KILLER?

  • methane
  • Oil
  • Gas
  • OrphanWells
  • renewableenergy

Methane is significantly more potent than CO₂ as a greenhouse gas. Politicians worldwide are responding by imposing increasingly strict regulations on industry. Three companies have set their sights on the invisible climate killer: Tourmaline Oil turns emission savings into hard cash, Montauk Renewables converts landfill gas into clean energy, and Zefiro Methane plugs abandoned wells. Those who manage to stop or prevent the release of this potent greenhouse gas are rewarded by the government and the market with CO₂ credits. These certificates are worth hard cash. Traditional industrial and oil companies are scrambling for them to avoid their own emissions penalties.

Read

Commented by Jens Castner on June 8th, 2026 | 07:20 CEST

ANTIMONY RESOURCES, LYNAS RARE EARTHS, AND UMICORE: THREE PILLARS OF WESTERN RAW MATERIAL SOVEREIGNTY

  • Mining
  • Commodities
  • antimony
  • RareEarths
  • recycling
  • Defense

Created and published on behalf of Antimony Resources Corp.

No fibre-optic cables without germanium, no specialized ammunition without antimony, no electric motors without neodymium: The West has maneuvered itself into a dead end. Fatal dependencies on strategic metals threaten to slow down defence capabilities, the energy transition, and technological progress. But the need for a turnaround has been recognized, and governments are pumping billions into building completely self-sufficient supply chains. For investors, this marks the beginning of a new, government-subsidized supercycle in the commodities markets. Companies such as the Canadian explorer Antimony Resources, the Australian rare-earth giant Lynas, and the Belgian recycling specialist Umicore stand to benefit from this.

Read

Commented by Jens Castner on June 5th, 2026 | 08:05 CEST

WHILE THE WORLD WAITS FOR ELECTRIC VEHICLES, DYNACERT, INNOSPEC, AND OC OERLIKON ARE MAKING DIESEL CLEANER

  • Hydrogen
  • cleantech
  • greenhydrogen
  • decarbonization

Different technological approaches, one shared objective – improving the efficiency and emissions profile of existing diesel engines. Three companies are pursuing fundamentally different paths to reduce fuel consumption and emissions: Canadian cleantech pioneer dynaCERT relies on a hydrogen unit that operates directly on the engine; US specialty chemicals company Innospec Inc. develops fuel additives designed to optimize fuel efficiency; and Swiss industrial group OC Oerlikon coats engine components at the factory with a layer thinner than a human hair yet as hard as metal. The result is the same in all three cases: improved energy efficiency, lower emissions, and longer engine life.

Read

Commented by Jens Castner on June 4th, 2026 | 07:30 CEST

GOLD, BYTES, AND COCOA: PROFITING FROM WEST AFRICA'S BOOM WITH DESERT GOLD, ORANGE, AND BARRY CALLEBAUT

  • Mining
  • Gold
  • Commodities
  • Africa
  • Investments

With economic growth that consistently outpaces the global average, a healthy age pyramid, and soil that literally consists of gold and silver, West Africa is no longer an insider's secret. Four teams at the World Cup in North America—Ghana, Senegal, Côte d'Ivoire, and Cape Verde—are the sporting symbol of a region confidently stepping onto the world stage. Yet this emerging economic region is not represented in most investors' portfolios. The potential for returns is obvious: the gold belt of the Senegal-Mali Shear Zone is attracting world-class corporations, mobile money platforms are replacing entire banking systems, and Côte d'Ivoire supplies around 40% of the world's cocoa. The shares of Desert Gold Ventures, Orange, and Barry Callebaut are therefore worth a look.

Read

Commented by Jens Castner on June 3rd, 2026 | 07:40 CEST

LAHONTAN GOLD: THE 13-KILOMETRE SECRET BEHIND SANTA FE

  • Mining
  • Gold
  • Silver
  • Commodities
  • Nevada

Most investors in gold mining companies focus primarily on one figure: ounces in the ground. However, what truly determines a mine's profitability is not decided at the drilling stage, but during construction—and in logistics. That is precisely where Lahontan Gold appears to have an advantage that the market has not yet fully priced in. The Canadian company explores exclusively in Nevada—regularly rated by the renowned Fraser Institute as the world's leading mining jurisdiction—and therefore benefits from infrastructure that many junior miners lack. This helps address a problem plaguing the entire industry: construction costs have risen almost as quickly as the gold price itself. Adding to the upside potential is an overlooked satellite project, which could provide a significant lever that has so far been largely ignored by the market.

Read

Commented by Jens Castner on June 3rd, 2026 | 07:10 CEST

HOT MUSTARD FOR SWEET FRUITS: HOW MUSTGROW BIOLOGICS IS SPARKING A REVOLUTION IN AGRICULTURE

  • Agritech
  • mustard
  • Agriculture
  • fertilizer
  • biologics

Created and published on behalf of MustGrow Biologics Corp.

From summer strawberry stands to the stock market: as chemical pesticides and fertilizers face increasing regulatory pressure worldwide, demand for biological crop protection solutions is accelerating. Positioned at the forefront of this transition is MustGrow Biologics Corp. Leveraging the natural defence mechanisms of the mustard plant and supported by strategic industry partnerships, including Bayer, the company aims to scale its technology for global agricultural markets.

Read

Commented by Jens Castner on June 1st, 2026 | 06:50 CEST

STRATEGIC RESOURCES: CANADIAN COMMODITIES HIDDEN GEM ON THE VERGE OF A BREAKTHROUGH

  • VTM
  • iron
  • decarbonization
  • Defense
  • hightech

A major project ready for development, millions in government funding, and a strategic bridge to the US battery industry: Canadian explorer Strategic Resources is stepping into the spotlight of the mining sector with critical raw materials. While the stock remains largely undiscovered in Germany, the active management team in North America is already forging alliances with major industry players. What stands out: an estimated project value of nearly CAD 2 billion is contrasted by a tiny market capitalization of just CAD 16 million. The question now is how the management intends to leverage major industry events in New York and Québec City to trigger a potential re-rating.

Read